A clear picture of the impact our services can have on your financial future.
WBC utilizes the Two Economic Powers™ approach in personal planning. This approach identifies and incorporates the foundational powers of personal finance that were always meant to work together in proper balance for efficient accumulation and distribution of money.
To help ensure you continue to achieve your goals in the next stage of your life, our personalized approach to retirement planning incorporates
- Income distribution planning
- Investment management strategies
- Social Security filing options analysis and education
- Health care planning
- Long-term care planning
- Estate planning and risk management
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific advice on legal and tax matters.
How To Invest Better & Why The Best Investments Are Boring
Most of the time, great investments are relatively dull. We share the 4 pillars to beome a successfull investor.
Who Gives At The Register? New Impulse Giving News
In a paper entitled "Who Will Spare A Dime? Impulse Giving Decisions At The Checkout" a pair of academics share insights into who gives when asked at checkout.
Which economy did best in 2023?
Almost everyone expected a global recession in 2023, as central bankers fought high inflation. They were wrong.
These Are the Five Potential Trouble Spots That Could Knock the Global Economy Off Course
US unemployment claims in the US, business confidence in Germany, bond yields in Japan. What investors and executives need to be watching in 2024.
Return on Investment (ROI): How to Calculate It and What It Means
Return on investment (ROI) is a performance measure used to evaluate the efficiency or profitability of an investment or compare the efficiency of a number of different investments. ROI tries to directly measure the amount of return on a particular investment,...
For investors, 2024 is year of transition to a new economic order
Investors appear convinced that major Western central banks are close to a much awaited pivot, from raising interest rates to cutting them. Markets rallied as a result, but 2024 could hold surprises as the world adjusts to an economic order where money is not cheap.
What Should Pre-Retirees And Retirees Do About The 2022-2023 Stock Market Whipsaw?
The stock market roller coaster during 2022 and 2023 is a good reminder for pre-retirees and retirees to “keep calm and carry on.”
Everyone knows stock market predictions are awful. So why make them and should investors care?
As Wall Street’s crystal balls continue to cloud with contradiction, a well-diversified portfolio appropriately matched to your risk profile and goals is the best prescription for success.
Powell, Fed’s Chair, Unleashes the Bulls
The Federal Reserve’s surprise projection that it may cut interest rate three times next year has triggered a global rally in stocks and bonds.
Defining Your Basic Investing Objectives: What To Factor In
The options for investing your savings are always increasing but they can all still be categorized according to three fundamental characteristics: safety, income, and growth. The first task of any successful individual investor is to find the correct balance among...
My mother gave me my $100,000 inheritance early. I struggled to pay my bills before — now I’m set up for life.
Jillian Pretzel received a gift of $100,000 from her mother when her grandmother died. She decided to use the money for a down payment on a condo, which now generates passive income. She plans to sell the condo and give her daughters an early inheritance when they get...
In the Stock Market, Don’t Buy and Sell. Just Hold.
There’s new evidence that market timing doesn’t work. Your odds of success are better if you just hang on and aim for average returns, our columnist says.